Stratechery: Google's earnings miss mirrors Facebook's—but its agent play is bolder than credited
Stratechery · rss · 2026-11-02
Stratechery (Ben Thompson) analyzes Google's latest earnings: the miss looks a lot like Facebook's situation back then—and that's actually a credit to Google, whose aggressiveness is underrated. The piece focuses on "The Agent Play," examining Google's strategic position in the AI agent era.
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